03/13/2013
Large US Single Family Office Chooses Dynamo
Dynamo platform is the cutting edge solution for limited partners.
03/13/2013
Dynamo platform is the cutting edge solution for limited partners.
03/13/2013
Ward, who has 22 years' experience, joins from JP Morgan where she managed the firm's global reputation risk office, a role Ward held since 2008.
03/11/2013
Survey of 600 independent agents finds most high net worth families insured by mass-market carriers remain vulnerable to severe financial loss and overlook discounts
03/10/2013
Calamos also hosts regional Building & Preserving Wealth programs
02/28/2013
You’re seeing greater awareness among financial advisors on how important it is to focus on qualitative issues
02/26/2013
Thy are the latest among first generation entrepreneurs to start a family office
02/25/2013
These leadership-focused programs are designed to meet the ever-evolving needs of senior executives, including growing demands for insight on Asia.
02/25/2013
Firms were increasingly looking at on-platform solutions to carry out inheritance and family office planning, Nucleus said.
02/17/2013
The amount of the investor redemption notices exceeds the US$1 billion figure
02/17/2013
Before joining Oak Hill in 2010, he was president and executive director at Nuveen Investments.
02/11/2013
It was recognized for its varied services and expertise
02/10/2013
We do a lot of financial administration for families
02/07/2013
OpenArc Asset Management is an independent, wealth management firm addressing the investment needs of ultra high net worth individuals, families and institutions across the globe.
02/05/2013
Smith & Williamson’s family office service brings together expertise in three key financial components of a family’s affairs; investment management, tax and financial planning.
01/31/2013
Ms. Mack is highly regarded as a thought-leader, renowned speaker and wealth-management industry event chairperson who is frequently invited to present at influential family office forums, conferences and private events all over the world.
01/22/2013
The UBS Global Family Office was launched in Europe and the Asia-Pacific region in January 2011 and currently manages more than USD 50 billion in assets.
01/17/2013
The Family Wealth Sustainability Toolkit is more than just a book.
01/16/2013
He has extensive experience working with family offices and wealth advisors. Since 1999, he has operated his own consultancy helping families set up and recruit for their Family Offices.
01/16/2013
He is one of a number of star hedge fund managers who has moved away from managing assets for pension funds or wealth managers and rich individuals and switched to running his own wealth.
01/10/2013
An Interview with Author and Consultant Arthur Bavelas